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Monthly8267AEON CO.,LTD.Retail

AEON June Consolidated Operating Results

Year-on-year sales for June 2026 were reported for AEON's major consolidated companies. AEON Retail, Fuji, Ministop and Cox, among others, reported declines from the previous year, and overall figures were notably weaker than in previous months.

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Sales for this month

June 2026Fiscal year ending February 2027
Total-store sales
-3.8%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Number of stores opened during the month1. Opened the mixed-use commercial facility “イオン八王子滝山.”
Monthly Commentary

In June, customer traffic and items purchased per visit struggled to grow due to weather conditions and the reversal of demand related to rice compared with the previous year, while sales of summer merchandise lacked momentum. Some businesses, however, performed well or steadily in food, fresh foods and prepared foods, among other areas.

Factors Affecting the Change

The stalled seasonal rain front, the approach of 3 typhoons to the main island of Japan, record rainfall, lower temperatures compared with the exceptionally hot weather a year earlier, weak sales of summer merchandise, the reversal of demand following last year's rice shortages and price inflation and the sale of government-stockpiled rice, the reversal of demand for alternative staple foods, and calendar effects from one fewer holiday.

Measures from the following month onward

AEON Mall will hold cultural and educational events, as well as experiential collaboration events with Pokémon. AEON Retail will strengthen merchandising to address demand for convenient food options, cooling and UV-protective apparel, and heat-related products for the home and leisure. Supermarkets will expand early-morning operating hours and strengthen their response to demand for breakfast, ready-to-eat and convenient food options.

Next Scheduled Disclosure

The materials state that results will be published on AEON's website at a later date. No specific date or monthly publication schedule was disclosed.

Scope of aggregation: Results for major consolidated companies and businesses

Sales for this month
ItemDetails
Month CoveredJune 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationResults for major consolidated companies and businesses
Total-store sales, year on yearAEON Retail 96.2%, AEON Mall 99.7%, AEON Hokkaido 99.4%, AEON Kyushu 98.5%, Cando 101.0%, Maxvalu Tokai 100.8%, Fuji 94.2%, Ministop 89.2%, Cox 85.3%
Same-Store Sales, Year on YearRate AEON Retail 94.8%, AEON Mall 98.6%, AEON Hokkaido 99.8%, AEON Kyushu 96.8%, Cando 100.5%, Maxvalu Tokai 99.3%, Fuji 97.5%, Ministop 91.6%, Cox 83.0% / Definition Defined in the materials as “Same stores.” The minimum period since store opening was not disclosed.
Year-on-Year Change in Customer CountJune figures for customer traffic at same-store GMS and supermarkets, among others, were not disclosed. Only figures for March through May were provided.
Year-on-year change by categoryJune figures for the GMS, supermarket, discount store, health and wellness, developer, service (entertainment) and specialty store businesses were not disclosed. The June year-on-year figures for each company were: AEON Retail, 96.2% for all stores and 94.8% for same stores; AEON Mall, 99.7% and 98.6%; AEON Hokkaido, 99.4% and 99.8%; AEON Kyushu, 98.5% and 96.8%; Cando, 101.0% and 100.5%; Maxvalu Tokai, 100.8% and 99.3%; Fuji, 94.2% and 97.5%; Ministop, 89.2% and 91.6%; and Cox, 85.3% and 83.0%.
Key KPIsMarch-May results for same-store customer traffic across the GMS, supermarket, discount store, health and wellness, developer, service and specialty store businesses. June figures were not disclosed.
Number of stores opened during the month1. Opened the mixed-use commercial facility “イオン八王子滝山.”
Monthly CommentaryIn June, customer traffic and items purchased per visit struggled to grow due to weather conditions and the reversal of demand related to rice compared with the previous year, while sales of summer merchandise lacked momentum. Some businesses, however, performed well or steadily in food, fresh foods and prepared foods, among other areas.
Factors Affecting the ChangeThe stalled seasonal rain front, the approach of 3 typhoons to the main island of Japan, record rainfall, lower temperatures compared with the exceptionally hot weather a year earlier, weak sales of summer merchandise, the reversal of demand following last year's rice shortages and price inflation and the sale of government-stockpiled rice, the reversal of demand for alternative staple foods, and calendar effects from one fewer holiday.
Measures from the following month onwardAEON Mall will hold cultural and educational events, as well as experiential collaboration events with Pokémon. AEON Retail will strengthen merchandising to address demand for convenient food options, cooling and UV-protective apparel, and heat-related products for the home and leisure. Supermarkets will expand early-morning operating hours and strengthen their response to demand for breakfast, ready-to-eat and convenient food options.
Next Scheduled DisclosureThe materials state that results will be published on AEON's website at a later date. No specific date or monthly publication schedule was disclosed.
Items this document does not state (9)
Net sales for the monthYear-on-year change in monthly net salesYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of Stores at Period-EndNumber of stores closed during the monthMonthly trend for the same period last year

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Factors cited included increased rainfall due to the stalled seasonal rain front and approaching typhoons, lower temperatures compared with the exceptionally hot weather a year earlier, calendar effects from one fewer holiday, and the impact of last year's rice shortages and price inflation, as well as the reversal of demand following sales of government-stockpiled rice.

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AEON June Consolidated Operating Results | AEON CO.,LTD. (8267) timely disclosure | Komori